The Goal: Build a campaign workflow by adding steps that define which emails are sent, in what sequence, and how much time passes between each communication.
Before You Begin:
- You need access to the Marketing Automation premium module.
- An existing workflow should already be created so you have something to add steps to.
- Review the available step types in advance — see Definitions of Workflow Step Types.
Step-by-Step Instructions
- Go to Marketing & Communication, Marketing Automation section, click Workflows. Select the Workflow to which you wish to add steps and click the Workflow Steps tab.
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To add a new step, click the Add Step button.
- In the Add Workflow Step window, select the Workflow Step Type from the drop-down list. See Definitions of Workflow Step Types. Additional options will require configuration dependent on the type selected.
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Complete additional settings for the selected Workflow Step Type. For example, when Send Email is selected, you will have to select the template type — Standard or Email Designer — which template to use, and if a Communication Category should be applied.
- Is Active will be enabled by default.
- Click Done.
- Repeat steps 3–7 to add additional workflow steps to your workflow for as many steps as needed.
Common Pitfalls
- Forgetting to set the timing between steps: Workflow steps fire in sequence based on the time frame you define. If you leave default timing in place, communications may go out sooner or later than intended — double-check the delay on each step before saving.